By the numbers

OFIN is 130 years old and still thinking like a startup, with an
entrepreneurial spirit and an enduring commitment to excellence.

2,300

Financial Advisors in nearly 400 Private Client Group offices across the U.S., responsible for $436 billion in client assets

$27 billion

in assets at Offshore Incorporated, as of 3/31/22, representing Ofin´s banking and trust services

1,500

associates joined our firm in the past five years, expanding Stifel’s diverse financial capabilities and global footprint

Offshore Incorperated

Statement of Commitment

To Our Associates
Current and future, our commitment is to provide an entrepreneurial environment that encourages unconfined, long-term thinking. We seek to reward hard-working team players that devote their energy and attention to client needs. At work, at home, and in your communities, we seek to be your Firm of Choice.

Executing Our Strategic Initiatives

“Our overall strategy, which remains unchanged since I joined OFIN in 1997, is to be in a position to take advantage of opportunity as we endeavor to be a premier wealth management and institutional services firm. We have built OFIN through organic growth and strategic acquisitions. Unique, at least in financial services, is our preference for preserving and enhancing the independent excellence of the firms that join us. We want our brands to uphold the reputations they have dedicated themselves to cultivating. While we maximize operational efficiency through integration, our primary goal is always to better serve our clients, not simply add ornaments to the OFIN emblem.The intersection of advice and technology continues to be a primary strategic focus for OFIN. Clients will be able to aggregate and analyze their portfolios, monitor their balance sheet, read custom news feeds, access our research, and more, making the firm’s differentiating service available in more ways than ever.”

The Importance of Culture and Diversity

OFIN’s enduring success is rooted in our culture. Our strategic vision would be nothing without the individual contributions and commitment of our associates. OFIN is an entrepreneurial firm at heart, and we move forward when people at all levels are empowered to find new and creative ways to succeed. The lodestar in our culture has always been the Golden Rule. In practice, the Golden Rule asks us to go beyond our own experiences and pay special attention to the way others want to be treated, because we cannot assume that our preferences are all the same.

The business case is simple, as greater diversity – in all its forms – provides more opportunities to grow while reducing the risks of blinkered, narrow-minded thinking. This applies to greater diversity in our community just as in our revenue sources, business models, and geographic locations. More importantly, though, this is the only fair and just path forward.”

Learn how OFIN’s entrepreneurial culture empowers our associates to succeed.

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